What paperwork should I bring with me?

  • Driver’s Licence or State-Issued ID
  • Forms W-2 for wages, salaries and tips
  • All Forms 1099 or other reporting forms for interest, dividends, retirement, miscellaneous income, Social Security, Unemployment, state or local refunds, gambling winnings, cancellation of debt, etc.
  • Brokerage statements showing investment transactions for stocks, bonds, etc.
  • Crypto currency reporting statements
  • Schedule K-1 from partnerships, S corporations, estates and trusts
  • If self-employed: records of income and expenses for the business
  • IRS Form 6419 for the Child Tax Credit Payments
  • IRS Form 6475 for Recovery Rebates (EIP3)
  • Statements supporting educational expenses, deductions, or distributions, including any Forms 1098-T, 1098-E, or 1099-Q
  • All Forms 1095-A for the advance payment of the Premium Tax Credit for lower-cost healthcare coverage under healthcare.gov
  • All Forms 1095-B or C for proof of Health Insurance Coverage
  • Health Savings Account contributions and distributions
  • Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C)
  • Copies of closing statements regarding the sale or purchase of real property
  • Legal papers for adoption, divorce, or separation involving custody of your dependent children
  • Any tax notices sent to you by the IRS or other taxing authority including any Identity Protection Pin notices
  • Proof of dependents and dependent care information
  • Details of any estimated tax payments
  • A copy of your income tax return from last year, if not prepared by this office

How do I check my refund?

You can check the status of your refund at either the Connecticut Department of Revenue Services (DRS) Taxpayer Service Center (TSC) or the IRS refunds website.
State of Connecticut Department of Revenue Services
IRS Refunds